Oldfather Financial Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $470K | Buy |
2,144
+59
| +3% | +$12.9K | 0.16% | 53 |
|
2025
Q1 | $397K | Sell |
2,085
-110
| -5% | -$20.9K | 0.15% | 53 |
|
2024
Q4 | $482K | Sell |
2,195
-42
| -2% | -$9.21K | 0.18% | 45 |
|
2024
Q3 | $417K | Buy |
2,237
+113
| +5% | +$21.1K | 0.16% | 50 |
|
2024
Q2 | $410K | Buy |
2,124
+281
| +15% | +$54.3K | 0.17% | 48 |
|
2024
Q1 | $332K | Sell |
1,843
-60
| -3% | -$10.8K | 0.14% | 52 |
|
2023
Q4 | $289K | Buy |
1,903
+33
| +2% | +$5.01K | 0.13% | 53 |
|
2023
Q3 | $238K | Buy |
1,870
+16
| +0.9% | +$2.03K | 0.12% | 54 |
|
2023
Q2 | $242K | Buy |
+1,854
| New | +$242K | 0.12% | 56 |
|
2022
Q4 | – | Sell |
-2,090
| Closed | -$236K | – | 62 |
|
2022
Q3 | $236K | Sell |
2,090
-35
| -2% | -$3.95K | 0.15% | 52 |
|
2022
Q2 | $257K | Sell |
2,125
-315
| -13% | -$38.1K | 0.15% | 51 |
|
2022
Q1 | $353K | Buy |
2,440
+340
| +16% | +$49.2K | 0.19% | 48 |
|
2021
Q4 | $332K | Sell |
2,100
-40
| -2% | -$6.32K | 0.17% | 49 |
|
2021
Q3 | $377K | Buy |
2,140
+920
| +75% | +$162K | 0.19% | 48 |
|
2021
Q2 | $203K | Hold |
1,220
| – | – | 0.11% | 58 |
|
2021
Q1 | $201K | Buy |
+1,220
| New | +$201K | 0.12% | 62 |
|